Trust and Estate Tax Manager
$110k - $210kWithum
Job Description Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, alongside our affiliation with HLB International, allows them to develop economical tax strategies anywhere. Services include Business, Individual, State & Local tax, R&D Tax Credit, and International and Private Client services. As a Trust and Estate Tax Manager based at any of our office locations, you will work alongside an integrated team of seasoned CPAs and industry leaders. In this position, you will take a lead role on all aspects of tax engagements, supervise and mentor staff, and build and maintain relationships with clients. How You'll Spend Your Time Reviewing individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. Researching and drafting memorandum involving complex tax matters. Identifying and implementing tax planning opportunities. Handling and resolving tax controversies. Overseeing complete tax research projects for a variety of clients and diverse industries. Managing multiple engagements concurrently with various teams to efficiently meet client deadlines. Conducting constructive discussions with team members on their evaluations and providing counsel accordingly. Serving in professional development programs as an instructor or discussion leader. The kinds of people we want to talk to Bachelor's Degree in Accounting. CPA license, JD or Masters of Science in Taxation is required. At least 5 years of prior experience working in a public accounting tax department, with experience leading multiple engagements and supervising staff. Excellent analytical and technical tax skills. Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships. Ability to manage multiple engagements and competing projects in a rapidly growing, fast‑paced, interactive, results‑based team environment. Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the firm well to client management. Excellent analytical, organizational, project management skills, and strong attention to detail. Ability to travel as needed. The compensation for this position will vary by location. If you reside in California, Maryland, Illinois, Massachusetts, New Jersey, New York City, Washington State, or Rhode Island, please see below. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, and the individual's skills, experience, and qualifications. For additional information on our benefits, visit our website at California ranges: $110,000 - $210,000 annually Illinois ranges: $125,000 - $160,000 annually Maryland ranges: $120,000 - $150,000 annually Massachusetts ranges: $125,000 - $185,000 annually New Jersey ranges: $105,000 - $190,000 annually New York City ranges: $110,000 - $180,000 annually New York State ranges: $110,000 - $180,000 annually Rhode Island ranges: $110,000 - $160,000 annually Washington State ranges: $135,000 - $175,000 annually We will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. Positions are remote within the United States except Colorado, Oregon, and New York. WithumSmith+Brown, PC is an equal‑opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law. #J-18808-Ljbffr Withum
$110k - $210k
...You - that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax... ...as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our office locations, you'll work alongside...SuggestedFull timeWork at officeLocal areaRemote work- Withum's Tax Services Group seeks a Trust and Estate Tax Manager to lead tax engagements, supervise staff, and build client relationships. The role collaborates with seasoned CPAs and industry leaders to deliver accurate tax reporting and strategic planning. Ideal candidates...SuggestedRemote job
- ...competitive compensation. It will be integral to the tax planning of individuals, trusts and businesses and will apply tax expertise along with a... ...years of experience with High Net Worth Individual, Gift/Estate& Trust Tax Has performed exceptionally in...SuggestedFull time
- Advantage Group is seeking a Tax Supervisor for Gift, Estate, Trust, and HNWI work in the Walnut Creek area. The role focuses on technical review of tax returns and ongoing collaboration with partners and clients to resolve tax issues. The ideal candidate holds a CPA license...Suggested
- ...Job Description Job Description Tax Manager – Estate, Gift & Trust (Top National Firm | Bay Area | Flexible / Remote Potential) A top national CPA advisory firm is seeking a Tax Manager with a specialized focus in Estate, Gift & Trust taxation to join their growing...SuggestedPrivate practiceWork at officeRemote workFlexible hours
$135k - $230k
...Plus!Job Description:Withum’s Tax Services Group is made up of a... ...Client services. This Tax Senior Manager role will be based out of one... ..., fiduciary, gift and estate and other tax returns, ensuring... ...and tech executivesServing as a trusted advisor, managing client relationships...Full timeLocal area- ...Tax Manager Just one year ago, Moss Adams and Baker Tilly merged to form the #6 public accounting... ...Tilly as a Tax Manager with our Real Estate group, working from NorCal and focusing... ...you serve You can see yourself as a trusted business advisor, working face-to-face...Local area
$206.6k - $281.5k
...Responsibilities Plan, execute, direct, and complete tax and transfer pricing projects in a wide... ...and compliance expertise to clients; and manage to budget.Manage, direct, and monitor... ...teams to create an atmosphere of trust; seeking diverse views to encourage improvement...Full timeContract workWork experience placementWork at officeLocal areaFlexible hours$140k
...Job Description Job Description Tax Manager San Ramon, California (hybrid) Actively seeking a High Net Worth Individual Tax Manager (including Gift, Trust and Estate) with either a CPA and experience with Lacerte or similar tax software. ALSO open to considering...Ongoing contractFull timeTemporary workWork at officeLocal areaFlexible hours- ...Jennifer Fukumae via email or LinkedIn.Tax Manager | Established RIA Firm| East Bay; 1 day... ...firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated... ...for high-net-worth individuals.Review trust, partnership, and S corporation tax returns...Remote workFlexible hours
$130k - $140k
Walnut Creek, California (hybrid)Actively seeking a High Net Worth Individual Tax Manager (including Gift, Trust and Estate) with either a CPA and experience with Lacerte or similar tax software.ALSO open to considering Experienced Staff/Seniors (prep and review) with advisory...Full timeTemporary workWork at officeLocal areaFlexible hours- We are looking for an experienced Tax Manager to join a respected public accounting firm in Oakland, California. This position offers... ...for individuals, partnerships, corporations, and trust or estate clients, ensuring accuracy and timely delivery.• Advise clients...
$135k - $250k
...Plus You - that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax specialists... ...well as International and Private Client services This Senior Manager role will be based out of our any of our California, Chicago, Houston...Full timeWork at officeLocal area- ...significant client responsibility as client's trusted advisor, is relied upon for knowledge of industry... ...solution options to client and team Manage staff on engagement deliverables (such as financial statements, tax returns, workpapers, etc.); complete technical...
$140k - $170k
...Aardvark Tax Advisors is a full-service tax, accounting, and advisory... ...into Aardvark, preserving the trusted relationships and personal... .... We’re looking for a Tax Manager to own complex engagements, lead... ..., individuals, trusts, and estates across federal, state, and local...Temporary workWork at officeLocal areaWork from homeShift work- ...About the job Tax Director About the Role: We are seeking an experienced... ...high net worth individuals, families, trusts, estates, gift taxation, and closely held... ...services, technical review, engagement management, and team development while partnering...Private practiceLocal area
- ...Tax Manager Our client, a professional services firm, is seeking an experienced Tax Manager to join its growing team. Location:... ...tax guidance, mentor developing professionals, and serve as a trusted advisor to a diverse portfolio of clients. The ideal candidate...For contractorsWork at officeLocal area3 days per week
- ...provided closely held businesses, high net worth individuals, and trusts and estates in Northern California with a full range of accounting... ...Job Details We are currently seeking experienced Tax Managers with significant expertise preparing and reviewing income tax...Local area
$180k - $236.2k
...Senior Tax ManagerAt Snowflake, we are powering the era of the agentic enterprise. To usher... ...innate curiosity, treating AI as a high-trust collaborator that is core to how you solve... ...of how work gets done.As the Senior Tax Manager, you will be a strategic tax compliance expert...Immediate startFlexible hours- ...Tax DirectorWe are seeking an experienced Tax Director to join our Private Client... ...high net worth individuals, families, trusts, estates, and closely held businesses. This leadership... ..., client advisory services, engagement management, and team development while partnering...Private practiceWork at officeLocal area
- ...Doing the Right Thing.” We are seeking a motivated tax professional to support and elevate the management of the income tax function. This role is responsible... ...all aspects of the function along with providing trusted support to the Director of Tax. ** RESPONSIBILITIES...
$195.1k - $265.9k
...ResponsibilitiesPerform technical reviews of tax returns for high-net-worth individuals,... ...businesses (pass through entities), trust, estate, and gift tax returns.Provide consultation... ..., consequences and treatment.Manage larger and complex engagements and workflow...Contract workLocal areaWork from home- ...Tax Manager (Public Accounting) Company: GlobalCFO, LLC Location: Fremont, CA Reporting... ...1042 and from 1042S. Review Gift and estate tax return (1041) Review of multi... ...supervising teams to create an atmosphere of trust; seeking diverse views to encourage...Worldwide
- Compass International Holdings is seeking an escrow officer in Danville, CA to manage contracts end-to-end, verify paperwork, coordinate with lenders, and maintain strong relationships with agents, attorneys, lenders, surveyors, and government agencies. The role emphasizes...
- Advantage Group, a trusted executive search firm in the San Francisco Bay Area, seeks a senior tax professional. The role focuses on planning for high-net-worth individuals, trusts and estates, with collaboration across partners and clients. Hybrid work is available, and...
$55 - $70 per hour
...Shining Star Consulting is seeking a Nonprofit Tax Manager to support our nonprofit clients with Federal Form 990 and various State compliance... ...relationships with client leadership to position SSC as a trusted, long-term partner. Maintain a high level of engagement...Hourly payFull timeTemporary workPart timeRemote workFlexible hours- Are you an experienced Tax Manager looking for an opportunity to work with a well-established boutique CPA firm that offers sophisticated... ...Individuals, Partnerships, S Corporations, C Corporations, Trusts, and Estates. Lead tax engagements from planning through completion...
- Future Opening: Tax Manager Public Accounting We are seeking a full-time Tax Manager to join our individual and trust tax group or our business tax group Responsibilities: Facilitate and effectively review of income tax returns for individuals and trusts or for partnership...Full time
- ...in Walnut Creek specializing in tax and consulting services for a variety... .... Our clients include real estate opportunity funds, real estate investment trusts, homebuilders, technology companies... ...accounting (8+ years for senior manager) Familiarity with Microsoft Office...Full timeCasual workWork at officeWork from homeMonday to FridayFlexible hours
- OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients... ...Then consider joining Baker Tilly as a Tax Manager in NFP! This is a great opportunity to be... ...clients you serve You can see yourself as a trusted business advisor, working face-to-face...Local areaWorldwide
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